UnitedHealth shares owned by Addison Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Addison Advisors
from 13F filings
Historical chart of Addison Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Addison Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $281k | 480 | 584.68 |
| 2024-06-30 | $216k | 425 | 509.26 |
| 2024-03-31 | $180k | 363 | 494.70 |
| 2023-12-31 | $197k | 374 | 526.47 |
| 2023-09-30 | $153k | 304 | 504.19 |
| 2023-06-30 | $116k | 241 | 480.64 |
| 2023-03-31 | $104k | 221 | 472.60 |
| 2022-12-31 | $120k | 226 | 530.18 |
| 2022-09-30 | $128k | 253 | 505.93 |
| 2022-06-30 | $109k | 212 | 514.15 |
| 2022-03-31 | $142k | 279 | 508.96 |
| 2021-12-31 | $21k | 42 | 500.00 |
| 2021-09-30 | $2.0k | 6 | 333.33 |